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Monthly Investment Report

This report highlights recent events that impacted the financial markets. Written by Chief Investment Officer Dave Zellner, the report also provides a snapshot of monthly investment performance.

Monthly Investment Report

This report highlights recent events that impacted the financial markets. Written by Chief Investment Officer Dave Zellner, the report also provides a snapshot of monthly investment performance.

Markets at a Glance:
April 2024

Wespath’s Jon Strieter—Senior Analyst, Impact Investments—explores growing concerns about "stagflation" in response to the latest U.S. economic growth and inflation data. Jon also highlights the compounding factors behind housing affordability challenges in the U.S.

Monthly Investment Reports published prior to 2019 were created under the Wespath Investment Management brand name. Upon the January 2019 launch of Wespath Institutional Investments, the Wespath Investment Management brand name was discontinued.